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Disciplined Investments, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Investments, LLC on IWF, newest first. How the timeline and the estimate are built.

Disciplined Investments, LLC held 45,338 IWF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 45,338 shares
    Change vs previous 13F +34,019 shares

    1.82% of the 13F portfolio, value $5,629,670.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,319 shares
    Change vs previous 13F -3 shares

    1.73% of the 13F portfolio, value $4,826,267.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,322 shares
    Change vs previous 13F -400 shares

    2.06% of the 13F portfolio, value $5,358,565.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,722 shares
    Change vs previous 13F -33 shares

    2.19% of the 13F portfolio, value $5,490,714.

    13F-HR 0001951757-25-001263 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,755 shares
    Change vs previous 13F +9 shares

    2.11% of the 13F portfolio, value $4,990,925.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,746 shares
    Change vs previous 13F -131 shares

    1.95% of the 13F portfolio, value $4,241,199.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,877 shares
    Change vs previous 13F -224 shares

    2.35% of the 13F portfolio, value $4,769,679.

    13F-HR 0001951757-25-000188 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,101 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,542,588.

    13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).